Jupiter UK Dynamic Equity J AccRegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 19.4 | 5.1 | 11.1 | 8.3 | 4.3 |
![]() | +/-Cat | 1.4 | 7.1 | 2.9 | -0.1 | -1.1 |
![]() | +/-B’mrk | - | - | 3.5 | -1.5 | -1.4 |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 11/02/2025 | GBP 2.77 | |
Day Change | -0.22% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BJJQ5Y00 | |
Fund Size (Mil) 31/12/2024 | GBP 966.70 | |
Share Class Size (Mil) 11/02/2025 | GBP 43.81 | |
Max Initial Charge | - | |
Ongoing Charge 11/10/2024 | 1.34% |
Morningstar Research |
Analyst Report | 04/03/2024 Daniel Nilsson, Analyst Morningstar, Inc |
Jupiter UK Special Situations features a highly experienced manager applying his approach in a disciplined and consistent fashion. The clean I share class retains a Morningstar Analyst Rating of Gold, while other share classes range between Gold... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter UK Dynamic Equity J Acc |
To provide a return, net of fees, higher than that provided by the FTSE All Share Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in the UK (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). Up to 30% of the Fund may be invested in other assets, including shares of other companies (which may be based anywhere in the world), open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Alex Savvides 11/10/2024 | ||
Inception Date 29/05/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Dynamic Equity J Acc | 31/12/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.31 |
![]() | ![]() | 4.21 |
![]() | ![]() | 4.16 |
![]() | ![]() | 3.98 |
![]() | ![]() | 3.93 |
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Jupiter UK Dynamic Equity J Acc |